PLANADVISER Weekend Newsdash
Week ending April 13th, 2018

Happy Friday, readers! It’s been another week of rapid swings for the U.S. and global equity markets, with such diverse causes cited as Facebook’s data privacy scandal and the prospect of a deepening trade dispute with China. On the other side are lasting sources of global economic optimism—and the simple fact that the current bout of volatility comes on the tail end of a remarkable period of stable market growth. Find below a series of helpful articles and analyses aimed at setting the renewed volatility in its longer-term context. We hope you will share some of what you read with a client or colleague.

Editor's choice
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore. Read more >
TDF Analysis Highlights Passive Growth, Home Equity Bias
In its discussions with TDF managers, Mercer has found many say they have not aligned with the ACWI, and have continued with portfolios that display home equity bias for a number of reasons; the research also shows strong growth in passive TDF market share. Read more >
Measuring Managed Account Performance Is Part Art, Part Science
A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is strong evidence to suggest “engaged participants” extract more value from managed accounts. Read more >
Institutional Investors Had Diversified in Anticipation of Volatility
Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey. Read more >
Embrace of Passive Funds Is Not What It Appears To Be
In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends. Read more >
SEC Takes Aim at Bond Market Liquidity Issues in 2018
The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week. Read more >
MOST POPULAR STORIES
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

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